The Investment Management and Analysis team at TIAA Kaspick is responsible for overseeing the investment strategies and performance of client portfolios. They conduct detailed financial analyses, manage portfolio reporting, and ensure optimal asset allocation. The team collaborates closely with trust administrators to align investments with clients' long-term financial goals while maintaining strict adherence to regulatory standards.
Bernard Bearman
Director, Investment Managemen...
Constance Cork
Senior Manager, Investments
Dean Woo
Manager, Investment Performanc...
Diana Doty
Director
Howard Yu
Senior Investment Manager
Matthew Turcotte
Director, Investment Managemen...
Nick Culik
Accounting Operations Analyst
Sikandar Syed
Manager, Portfolio Reporting &...
Tom Glass
Sr. Portfolio Analyst, Trading
Tom Lukaszczyk
Trading Portfolio Analyst
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